All Episodes
Behind the Balance Sheet — 4 episodes
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Title
1
#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps
2
#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.
3
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
4
#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn